CWM
AMJ

Congress Wealth Management’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Congress Wealth Management’s Portfolio AMJ Stock Details AMJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-65,101
Closed -$1.85M – 748
2024
Q1 		$1.85M Sell
65,101
-14,951
-19% -$402K 0.03% 324
2023
Q4 		$2.03M Buy
80,052
+164
+0.2% +$4.12K 0.04% 310
2023
Q3 		$1.97M Buy
79,888
+9,888
+14% +$237K 0.04% 303
2023
Q2 		$1.6M Hold
70,000
– – 0.04% 293
2023
Q1 		$1.55M Sell
70,000
-5,000
-7% -$113K 0.04% 296
2022
Q4 		$1.63M Sell
75,000
-60,000
-44% -$1.32M 0.04% 285
2022
Q3 		$2.71M Sell
135,000
-15,000
-10% -$314K 0.07% 244
2022
Q2 		$2.84M Sell
150,000
-10,000
-6% -$211K 0.07% 245
2022
Q1 		$3.35M Sell
160,000
-30,000
-16% -$603K 0.07% 255
2021
Q4 		$3.38M Buy
+190,000
New +$3.52M 0.07% 265

Other funds holding AMJ

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Congress Wealth Management's AMJ Position: Q2 2024 in Review

Congress Wealth Management sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q2 2024, closing a stake of 65,101 shares — an estimated $1.85M sold.

Congress Wealth Management first reported a position in AMJ in Q4 2021 and held it in 10 quarters. The position peaked at $3.38M in Q4 2021. 2 funds tracked by Wall St. Rank hold AMJ as of Q2 2024.

  • Congress Wealth Management reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q2 2024 after selling out during the quarter.
  • Congress Wealth Management sold 65,101 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q2 2024, an estimated $1.85M.
  • Congress Wealth Management first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2021 and held it in 10 quarters.
  • Congress Wealth Management's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $3.38M in Q4 2021.
  • 2 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q2 2024.

Based on Congress Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.